For as long as I can remember, my family volunteered together with various organizations in our community in Providence, Rhode Island, where I grew up. The memory that stands out the most is on Thanksgiving Day, when my brother, father ...

Tagged with: Dorie Fain

In October 2015, I wrote a column about the challenges I was having with finding new office space. It shocks me to realize that I wrote this article two and a half years ago. I never would have imagined at ...

Tagged with: Dorie Fain

The year 2018 has started out with as fast a pace as I ever remember. My travel schedule to see clients has kicked off as we begin our planning, and people are focused on what lies ahead for the coming ...

Tagged with: Dorie Fain

As we approach the last days of 2017, I have heard a number of people say how ready they are to close out this year and bring on a fresh start in 2018. I am also feeling like 2017 was ...

Tagged with: Dorie Fain

I have been thinking a lot about the inevitable cycle of the stock market. For a while, it has felt like we are in a period where the market is lulling people into a sense that things aren’t cyclical anymore ...

Tagged with: Dorie Fain stock market cycles

I am in the process of joining a peer organization for founders of companies and through this experience have met an impressive group of entrepreneurs. In one conversation, the person I spoke with shared a profound comment about her belief ...

Tagged with: Dorie Fain

Many of us in business have had the experience of coming to terms with a difficult client. It’s not always so easy to pinpoint what’s happening because we can become so focused on doing our job, doing it well, trying ...

Tagged with: Dorie Fain

After I had spent many years in what is considered a relationship development role, it wasn’t until I worked with a business coach that I really learned the power of protecting my time. I used to run around keeping a ...

Tagged with: Dorie Fain Women and Money

When considering a new home purchase, many of our clients debate the merits of paying all cash or financing a portion of their purchase with a mortgage. For clients who are fortunate enough to have the options, there are benefits ...

Tagged with: Dorie Fain

We are often advising clients who are the beneficiaries of trust and royalty income. In each case, we spend a good amount of time educating them about how to treat these types of variable income streams. It is a critical ...

Tagged with: Dorie Fain Women and Money